內存集成電路 (IC) 市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

在預測期內，存儲器集成電路市場預計將以 7.6% 的複合年增長率增長。

該領域最近的技術進步每天都在發現新的應用。 智能手機、功能手機和平板設備的普及，移動無線設備對低功耗內存的需求不斷增長，以及大數據存儲應用對固態硬盤（SSD）的需求不斷增長，都是影響固態硬盤增長的重要因素。內存IC市場，這是因素之一。

主要亮點

• 內存 IC 主要用於以內存為基礎的電子設備，例如手機、電腦、平板電腦、醫療設備、智能卡、數碼相機、通訊設備和其他數字電子設備。
• 尤其是智能手機、媒體播放器和 USB 驅動器的配備越來越多。 隨著智能手機變得越來越流行和越來越複雜，對高性能存儲器 IC 的需求預計將呈現高速增長。 平板終端是對存儲IC需求量大的設備之一。 隨著平板電腦越來越受歡迎，對內存 IC 的需求預計會增長。
• 此外，由於 COVID-19 的影響，全球經濟對製造業造成了沉重打擊。 不過，自疫情以來，代工生產增加，手機等家電產品需求也增加，帶動記憶體IC市場成長。 許多最終用戶行業的各種資本預算增加和正在進行的項目也將有助於加強全球經濟。
• 此外，醫療保健行業也是內存IC的主要應用領域之一。 對安全訪問緊急醫療信息的需求不斷增長，這擴大了醫療保健領域內存 IC 的競爭範圍。
• 配備內存 IC 的設備可用於管理各種醫療設備中的患者記錄，例如血液分析儀、心電圖儀、診斷成像設備、醫用 PC 和其他電子病歷系統。 據國家醫學統計中心統計，到2024年，電子病歷系統市場規模有望達到400億美元。
• 在過去幾年中，雲計算服務和解決方案的供需激增迫使供應商部署具有高密度計算機和存儲設備的服務器和數據中心。 這正在推動存儲器集成電路的發展。 智能手機的普及也促進了存儲 IC 市場的增長。
• 另一方面，在預測期內，高昂的製造成本、不斷增加的新建和現有製造設施的建設和運營成本以及大量資本支出可能會給全球行業帶來問題。 為解決這些挑戰，存儲器 IC 製造商需要針對已上市的存儲器產品實施運營開發計劃。

內存IC市場趨勢

智能手機、功能手機和平板設備的發展

• 內存集成電路 (IC) 用於存儲自定義功能的電路，例如手機操作系統和電話簿。 它還用於實現放大器、振盪器、計時計算機存儲器和微處理器等功能。
• 隨著智能手機市場的持續發展，集成電路市場有望實現穩健增長。 此外，手機製造商之間的競爭非常激烈，預計預測期內市場增長將進一步加快。 三星最近宣布的解決方案允許在單個閃存芯片上存儲 1 TB 的存儲空間。 該芯片有望為下一代移動設備帶來類似筆記本電腦的用戶體驗。
• 智能手機應用市場的增長是由於智能手機的普及以及這些小工具對內存 IC 的需求不斷增加。 由於基於雲的應用程序的流行和移動數據使用的增加，智能手機應用程序市場正在擴大，服務於該市場的行業正在蓬勃發展。
• 據愛立信稱，智能手機用戶已超過 60 億，預計在未來幾年內還會增加數億。 智能手機用戶最多的國家是中國、印度和美國。 近年來，全球智能手機市場的銷量有所增長，但由於智能手機的平均售價上漲，銷量一直低迷。 智能手機的興起預計將在未來推動對內存 IC 的需求。
• 此外，近場通信 (NFC) 的發展有望推動移動優惠券、移動門票和訪問控制等動態解決方案的生產，從而進一步增加收入。

亞太地區有望實現顯著增長

• 目前世界上超過 60% 的人口集中在亞太地區。 該地區的人口和消費電子產品消費目前正以最高的速度增長。 預計在預測期內，該地區的內存 IC 市場將出現顯著增長。
• 這一增長主要是由於亞太地區最終用戶對高性能和低功耗內存 IC 的需求不斷增長。 需要大量內存存儲的人工智能 (AI) 等尖端技術的日益普及以及智能設備的普及是對高性能和低功耗內存 IC 需求不斷增加的因素。
• 南亞和太平洋地區人口眾多，這推動了對消費電子產品的需求。 由於 IT 和電信行業的蓬勃發展以及雲計算的日益普及，該地區的複合年增長率最高。 由於人口眾多，中國擁有全球最高的智能手機用戶比例。 還應該看到，中國已經成為許多跨國公司電子產品線的主要製造基地。
• 除了國際供應商，中國境內外也有大量國內供應商。 這些因素使中國成為一個競爭非常激烈的存儲器集成電路市場。
• 此外，印度在基礎設施建設、工業化和經濟發展方面取得了長足進步，展示了電子設備在實現這些發展目標方面的高效利用。 經濟增長提高了中產階級的購買力，擴大了消費電子市場。
• 該地區知名半導體公司的入駐有望推動市場增長。 越來越多的製造 IC 所需的半導體材料供應商也在推動存儲器 IC 的生產。 由於消費電子設備之外的醫療和汽車領域的發展，亞太地區呈現出僅次於北美的第二高增長。

內存IC市場競爭分析

內存集成電路 (IC) 市場預計將在預測期內整合。 具有高市場份額的領先公司專注於產品開發和戰略合作，以增加市場份額和盈利能力。 Microchip Technology Inc.、STMicroelectronics、ON Semiconductor Corporation、Maxim Integrated Products, Inc、Fujitsu Limited、Cypress Semiconductor Corporation、ABLIC Inc、Renesas Electronics Corporation、ROHM Semiconductor 和 Adesto Technologies Corporation 是當今市場上的主要參與者。能

• 2022 年 11 月 - Alliance Memory 在 electronica 2022 上展示了其技術陣容，包括面向通信、計算、嵌入式、物聯網 (IoT)、工業和消費市場的最新 SRAM、DRAM 和 eMMC，重點介紹了閃存 IC。 對於內存 IC，我們與多家分銷商建立了合作夥伴關係。
• 2022 年 8 月 - SABIC 宣布了一種基於 LCP（液晶聚合物）的具有出色導熱性和電絕緣性的化合物。 為了滿足用於對 DDR（雙倍數據速率）內存集成電路進行壓力測試的老化測試插座 (BiTS) 的嚴格要求，我們創建了 LNP Konduit 8TF36E 化合物。 這種新材料非常適合用於 BiTS 組件的固定結構部件，例如閂鎖和適配器。

其他好處

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

內容

第一章介紹

• 研究假設和市場定義
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 工業價值鏈分析
• 產業吸引力 - 波特五力分析
  • 新進入者的威脅
  • 買方/消費者議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場動態

• 市場驅動力和市場約束簡介
• 市場驅動因素
  • 智能手機、功能手機和平板電腦設備的普及率提高
  • 移動無線設備對低功耗內存的需求不斷增加
  • 大數據存儲應用對固態硬盤 (SSD) 的需求不斷增長
• 市場製約因素
  • 高昂的內存 IC 開發成本

第 6 章市場細分

• 按類型
  • 動態隨機存取存儲器
  • 快閃
    • 也不是
    • 與非
  • 其他類型
• 按最終用戶行業
  • 消費類電子產品
  • 車載
  • IT/通信領域
  • 醫療保健
  • 其他最終用戶
• 區域信息
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第七章競爭格局

• 公司簡介
  • Microchip Technology Inc.
  • STMicroelectronics
  • ON Semiconductor Corporation
  • Maxim Integrated Products, Inc.
  • Fujitsu Ltd.
  • Cypress Semiconductor Corporation
  • ABLIC Inc.
  • Renesas Electronics Corporation
  • ROHM Semiconductor Co., Ltd.
  • Adesto Technologies Corporation

第8章 投資分析

第9章 市場機會未來動向

The Memory Integrated Circuit market is anticipated to witness a CAGR of 7.6% over the forecast period. Recent technological advancements in this field have been revealing new applications each day. The rising proliferation of smartphones, feature phones, and tablets, growing demand for low-power memory requirements in portable wireless devices, and increasing demand for Solid State Drives (SSD) in big data storage applications are some of the significant factors influencing the growth of the market for memory integrated circuit devices.

Key Highlights

• Memory ICs are mainly applied in memory-based electronic devices such as mobile phones, computers, tablets, medical devices, smart cards, digital cameras, communication equipment, and other digital electronic devices.
• The application of memory IC is very predominant in smartphones, media players, and USB drives. The demand for sophisticated memory ICs is expected to grow at a high rate owing to increasing adoption and enhancements in smartphone devices. Tablets are one other device with a significant need for memory IC. With the increasing adoption of tablet PCs, the demand for memory ICs is expected to grow over the forecast period.
• Moreover, The global economy has been significantly impacted by COVID-19's effects on the manufacturing sector. But post-pandemic, OEM production has increased, and there is a rise in demand for mobile phones and other consumer electronics, which has boosted the growth of the memory IC market. Expanding various capital budgets and ongoing projects in numerous end-user industries will also help to strengthen the world economy.
• Additionally, the Healthcare industry is another key application area of memory ICs. The increasing need to provide secure access to emergency medical information creates a scope for memory ICs in the healthcare sector.
• Devices with memory ICs can help maintain patient records in various medical equipment like blood analysis devices, electrocardiographs, diagnostic imaging apparatus, medical PCs, and other electronic health record systems. According to the National Center for Health Statistics statistics, the market for electronic health record systems is expected to reach USD 40 billion by 2024.
• Over the past few years, the sharp rise in demand and supply for cloud computing services and solutions has compelled vendors to set up servers and data centers that are densely packed with computers and storage devices. This is fueling the advancement of memory-integrated circuits. The increasing use of smartphones is also contributing to the growth of the memory IC market.
• On the other hand, the high cost of manufacturing, increasing costs for new and existing fabrication facilities' construction and operation, and sizable capital investment could pose a problem for the global industry over the forecast years. Manufacturers of memory ICs are anticipated to carry out operational development programs for already-available memory products to address these challenges.

Memory IC Market Trends

Rising Proliferation of Smartphones, Feature Phones, and Tablets

• Memory integrated circuits are used in mobile phones' circuits to provide storage for the phone's operating system and customizable features, such as the phone directory. They are used to enable the functions of amplifiers, oscillators, time-counter computer memory, microprocessors, etc.
• The integrated circuit market is anticipated to record robust growth, owing to the ongoing developments in the smartphone industry. Intense competition among mobile manufacturers is expected to drive the market's growth further studied over the forecast period. Samsung's recent offering includes a solution that allows phones to have one terabyte of storage with a single flash memory chip. This chip is expected to bring a notebook-like user experience to the next generation of mobile devices.
• The growth of the smartphone application market is attributed to the popularity of smartphones and the increasing demand for memory ICs in these gadgets. The market for smartphone applications is growing, and the industry that serves this market is prospering as cloud-based applications gain popularity and mobile data usage increases.
• According to Ericsson, Over 6.0 billion people subscribe to smartphones, and over the next few years, that number is expected to increase by several hundred million more. The nations with the most smartphone users are China, India, and the United States. Despite stagnant unit sales over the past few years, the global smartphone market's revenue increased because the average selling price of smartphones increased. Such a rise in smartphones will boost the demand for Memory IC in the future.
• Development in near-field communication (NFC), which leads to the production of dynamic solutions for mobile couponing, mobile ticketing, and access control, is further expected to drive revenue growth.

Asia Pacific to Witness Significant Growth

• The Asia-Pacific region is home to more than 60% of the world's current population. The region's population and consumption of consumer electronics are growing at the highest rate today. The region is expected to record substantial growth in the memory ICs market over the forecast period.
• The growth is primarily attributed to the rise in demand for high-performance and low-power memory ICs from end users in the Asia Pacific region. The rising use of artificial intelligence (AI) and other cutting-edge technologies, which require large amounts of memory storage, as well as the rising popularity of smart devices, are contributing factors to the rising demand for high-performance and low-power memory ICs.
• Large populations in South Asia and the Pacific are driving up demand for consumer electronics. This region has a sizable IT and telecom sector, and cloud adoption is progressing well, enabling it to have the highest CAGR. Due to its high population, China has the highest percentage of smartphone users worldwide. It should be noted that China serves as a major manufacturing hub for a number of multinational corporations' electronic product lines.
• In addition to international vendors, there is a significant domestic vendor presence inside and outside China. These factors make China an extremely competitive market for memory-integrated circuits.
• India has also made a number of advancements in the areas of infrastructure, industrialization, and economic development, demonstrating the efficient use of electronic devices for these developmental objectives. The country's growing economy has given the middle class more purchasing power, which has increased the consumer electronics market.
• The presence of prominent semiconductor companies in the region is expected to boost the growth of the market. Besides, the increasing number of suppliers of semiconductor material required to manufacture ICs is boosting the production of memory ICs. Asia-Pacific is closely followed by North America owing to the development of the medical and automobile sector along with consumer electronics.

Memory IC Market Competitor Analysis

The Memory Integrated Circuit (IC) Market is expected to be consolidated over the forecast period. The major players with a prominent share in the market are focusing on product developments and strategic collaborative initiatives to increase their market share and profitability. Microchip Technology Inc., STMicroelectronics, ON Semiconductor Corporation, Maxim Integrated Products, Inc., Fujitsu Ltd., Cypress Semiconductor Corporation, ABLIC Inc., Renesas Electronics Corporation, ROHM Semiconductor Co., Ltd., and Adesto Technologies Corporation are some of the major players present in the current market.

• November 2022 - Alliance Memory highlighted its most recent SRAM, DRAM, eMMC, and flash memory ICs for the communications, computing, embedded, Internet of Things (IoT), industrial, and consumer markets when announcing its technology lineup for electronica 2022. The company has also partnered with various distributors for memory ICs.
• August 2022 - SABIC unveiled a compound with exceptional thermal conductivity and electrical insulation properties based on LCP (liquid crystal polymer). To meet the demanding requirements of burn-in test sockets (BiTS) used to stress-test double-data-rate (DDR) memory integrated circuits, the LNP Konduit 8TF36E compound was created. The new substance is ideal for fixed, structural components in BiTS assemblies, such as latches and adaptors.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET DYNAMICS

• 5.1 Introduction to Market Drivers and Restraints
• 5.2 Market Drivers
  • 5.2.1 Rising Proliferation of Smartphones, Feature Phones, and Tablets
  • 5.2.2 Growing Demand for Low-power Memory Requirements in Portable Wireless Devices
  • 5.2.3 Increasing Demand for Solid State Drives (SSD) in Big Data Storage Applications
• 5.3 Market Restraints
  • 5.3.1 High Development Cost of Memory ICs

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 DRAM
  • 6.1.2 Flash
    • 6.1.2.1 NOR
    • 6.1.2.2 NAND
  • 6.1.3 Other Types
• 6.2 By End-user Industry
  • 6.2.1 Consumer Electronics
  • 6.2.2 Automotive
  • 6.2.3 IT & Telecommunication
  • 6.2.4 Healthcare
  • 6.2.5 Other End-user Industries
• 6.3 By Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Microchip Technology Inc.
  • 7.1.2 STMicroelectronics
  • 7.1.3 ON Semiconductor Corporation
  • 7.1.4 Maxim Integrated Products, Inc.
  • 7.1.5 Fujitsu Ltd.
  • 7.1.6 Cypress Semiconductor Corporation
  • 7.1.7 ABLIC Inc.
  • 7.1.8 Renesas Electronics Corporation
  • 7.1.9 ROHM Semiconductor Co., Ltd.
  • 7.1.10 Adesto Technologies Corporation

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS